Harvey Capital Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,500
Closed -$231K 81
2024
Q1
$231K Hold
5,500
0.07% 72
2023
Q4
$207K Buy
+5,500
New +$207K 0.07% 70
2023
Q3
Sell
-25,605
Closed -$952K 83
2023
Q2
$952K Hold
25,605
0.35% 51
2023
Q1
$996K Sell
25,605
-500
-2% -$19.4K 0.39% 48
2022
Q4
$1.03M Sell
26,105
-600
-2% -$23.6K 0.43% 49
2022
Q3
$1.01M Sell
26,705
-43,870
-62% -$1.66M 0.44% 50
2022
Q2
$3.58M Sell
70,575
-33,025
-32% -$1.68M 1.4% 26
2022
Q1
$5.28M Buy
103,600
+25,800
+33% +$1.31M 1.63% 22
2021
Q4
$4.04M Buy
77,800
+1,900
+3% +$98.7K 1.25% 29
2021
Q3
$4.1M Buy
75,900
+64,000
+538% +$3.46M 1.4% 25
2021
Q2
$666K Buy
11,900
+5,000
+72% +$280K 0.22% 57
2021
Q1
$401K Hold
6,900
0.15% 67
2020
Q4
$405K Buy
6,900
+400
+6% +$23.5K 0.16% 61
2020
Q3
$386K Hold
6,500
0.17% 61
2020
Q2
$358K Sell
6,500
-1,000
-13% -$55.1K 0.18% 60
2020
Q1
$402K Sell
7,500
-31,520
-81% -$1.69M 0.27% 50
2019
Q4
$2.4M Sell
39,020
-25
-0.1% -$1.53K 1.06% 31
2019
Q3
$2.36M Hold
39,045
1.17% 31
2019
Q2
$2.23M Sell
39,045
-200
-0.5% -$11.4K 1.07% 33
2019
Q1
$2.32M Sell
39,245
-1,370
-3% -$81K 1.11% 28
2018
Q4
$2.28M Sell
40,615
-28,750
-41% -$1.62M 1.21% 26
2018
Q3
$3.7M Hold
69,365
1.47% 24
2018
Q2
$3.49M Hold
69,365
1.39% 26
2018
Q1
$3.32M Sell
69,365
-2,000
-3% -$95.6K 1.24% 33
2017
Q4
$3.78M Buy
71,365
+61,450
+620% +$3.25M 1.37% 29
2017
Q3
$490K Sell
9,915
-2,000
-17% -$98.8K 0.2% 60
2017
Q2
$532K Buy
11,915
+500
+4% +$22.3K 0.23% 60
2017
Q1
$556K Hold
11,415
0.25% 55
2016
Q4
$609K Buy
11,415
+2,000
+21% +$107K 0.28% 51
2016
Q3
$489K Hold
9,415
0.15% 55
2016
Q2
$525K Buy
9,415
+4,000
+74% +$223K 0.26% 52
2016
Q1
$292K Sell
5,415
-2,691
-33% -$145K 0.14% 62
2015
Q4
$374K Buy
8,106
+1,415
+21% +$65.3K 0.15% 65
2015
Q3
$291K Buy
+6,691
New +$291K 0.12% 70